Tax Preparation Freelance Jobs

I need help to prepare my personal and business 2023 taxes. I have a bookkeeper with all available data on quickbooks.

We are seeking an experienced individual to assist with 1065 tax preparation for an LLC partnership using Intuit Proconnect.

The ideal candidate will have significant experience with Intuit Proconnect, particularly in preparing Form 1065.

Key Responsibilities:
Assist with the preparation and filing of 1065 tax returns for an LLC partnership using Intuit Proconnect cloud based tax software.

Provide guidance and support on the use of Intuit Proconnect for tax preparation.

Ensure accuracy and compliance with IRS regulations.

Qualifications:
Proven experience using Intuit Proconnect for tax preparation.

Strong understanding of 1065 tax returns and associated schedules.

CPA certification is a plus, but not required.

Excellent attention to detail and accuracy in tax preparation.

Additional Information:
The tax preparer listed on Form 1065 will not be the freelancer.

This is for tax year 2023. Most of the 1065 is completed in Proconnect already, though it should be reviewed in its entirety and some fields will likely still need to be completed.

LLC uses QuickBooks Online.

Freelancer will be given a Proconnect login to access the return.

First filing for this LLC. LLC has no ordinary income for 2023, only investment income.

This position is for assistance and guidance using Intuit Proconnect. Freelancer will fill in missing form fields and collaborate with business executive to complete the return.

This is a remote position, allowing for flexible work hours.

Engagement could lead to additional job offers on Upwork.

About Us:

We are a dynamic financial company specializing in tax planning, tax debt resolution, and bookkeeping services. Our mission is to help female entrepreneurs pay less to the IRS, solve tax debt problems, and stay out of financial messes. We are urgently seeking a skilled Bookkeeping Clean-Up Specialist to join our team on a temporary basis to help us bring our clients’ books up-to-date.

Responsibilities:

      •     Review and organize financial records and transactions for accuracy and completeness.
      •     Reconcile bank and credit card statements.
      •     Identify and correct discrepancies in financial records.
      •     Categorize and classify expenses accurately.
      •     Ensure all transactions are recorded in accordance with GAAP.
      •     Assist in the preparation of financial statements and reports.
      •     Work closely with our team to understand specific client needs and provide tailored solutions.
      •     Meet tight deadlines while maintaining high-quality work standards.

Requirements:

      •     Proven experience as a bookkeeper or in a similar role, with a focus on clean-up projects.
      •     Proficiency in QuickBooks is a must.
      •     Strong understanding of accounting principles and financial reporting.
      •     Excellent attention to detail and problem-solving skills.
      •     Ability to work independently and manage time effectively.
      •     Strong communication skills and ability to work collaboratively with a team.
      •     Availability to start immediately and commit to the project’s completion.

Preferred Qualifications:

      •     Certification in bookkeeping or accounting.
      •     Experience working with female entrepreneurs or small businesses.
      •     Familiarity with tax preparation and planning is a plus.

Expectations and Deliverables:
1. Thorough review of your income and expenses
2. Identification of all applicable deductions (e.g., mileage, vehicle maintenance)
3. Proper classification of your subcontractor status
4. Optimization of your tax return to minimize liability
5. Guidance on estimated tax payments
6. Assistance with any required forms (e.g., 1099-NEC, Schedule C)

Desired Work Relationship:
1. Clear, jargon-free communication
2. Responsiveness to questions
3. Proactive advice on tax-saving strategies
4. Annual tax preparation with quarterly check-ins
5. Guidance on record-keeping for future tax seasons

Unique Aspects:
1. Non-emergency medical driving may have specific deductions or considerations
2. Subcontractor status requires particular attention to self-employment taxes
3. Potential for home office deduction if you manage your business from home
4. Possible need for guidance on health insurance deductions as a self-employed individual

Location: Remote

About Us:

We are a dynamic group of companies based in Canada and the USA, specializing in the advertising and marketing industry. With a company structure made up of 100% contractors and vendors and 0% employees, our operations are streamlined and efficient. We are looking for a meticulous and dedicated Bookkeeper to join our team and manage the financial records across all our companies.

Key Responsibilities:

- Financial Record Keeping: Maintain accurate and up-to-date financial records for multiple companies.
- Invoicing and Payments: Prepare and send invoices to clients, track payments, and manage accounts receivable.
- Expense Tracking: Monitor and record all company expenses, ensuring all transactions are properly documented.
- Bank Reconciliation: Reconcile bank statements and ensure consistency between bank records and company accounts.
- Tax Preparation: Assist in preparing and filing taxes in compliance with Canadian and US regulations.
- Financial Reporting: Generate weekly, monthly, quarterly, and annual financial reports to provide insights into company performance.
- Budget Management: Help create and manage budgets, ensuring financial resources are allocated effectively.
- Vendor Management: Coordinate with vendors to manage payments and resolve any billing issues.
- Contractor Payments: Process payments to contractors accurately and timely, ensuring compliance with contractual terms.
- Compliance: Ensure all financial practices are in compliance with local, state, and federal regulations.

Qualifications:

- Education: A degree in Accounting, Finance, or a related field is preferred.
- Experience: Proven experience as a bookkeeper, ideally managing multiple companies or projects, with experience in Canada and/or USA.
- Software Proficiency: Proficient in Quickbooks Online accounting software, Plooto payment processing, Hubdoc, etc.
- Attention to Detail: High degree of accuracy and attention to detail in data entry and financial reporting.
- Communication Skills: Strong verbal and written communication skills, with the ability to liaise effectively with vendors and contractors.
- Organizational Skills: Excellent organizational and time management skills, with the ability to handle multiple tasks simultaneously.
- Problem-Solving: Strong problem-solving skills with a proactive approach to resolving financial discrepancies.
- Adaptability: Ability to work independently and adapt to a fast-paced, remote working environment.

Benefits:

- Competitive salary
- Flexible working hours
- Opportunity to work with a diverse and dynamic team
- Professional development opportunities
- Vacation Pay and Flex days

How to Apply:

Interested candidates are invited to submit their resume and a cover letter detailing their experience and qualifications.

We thank all applicants for their interest, but only those selected for an interview will be contacted.

Corporate Tax
Tax preparation
Tax planning and advisory

Location: Remote

About Us:

We are a dynamic group of companies based in Canada and the USA, specializing in the advertising and marketing industry. With a company structure made up of 100% contractors and vendors and 0% employees, our operations are streamlined and efficient. We are looking for a meticulous and dedicated Bookkeeper to join our team and manage the financial records across all our companies.

Key Responsibilities:

- Financial Record Keeping: Maintain accurate and up-to-date financial records for multiple companies.
- Invoicing and Payments: Prepare and send invoices to clients, track payments, and manage accounts receivable.
- Expense Tracking: Monitor and record all company expenses, ensuring all transactions are properly documented.
- Bank Reconciliation: Reconcile bank statements and ensure consistency between bank records and company accounts.
- Tax Preparation: Assist in preparing and filing taxes in compliance with Canadian and US regulations.
- Financial Reporting: Generate weekly, monthly, quarterly, and annual financial reports to provide insights into company performance.
- Budget Management: Help create and manage budgets, ensuring financial resources are allocated effectively.
- Vendor Management: Coordinate with vendors to manage payments and resolve any billing issues.
- Contractor Payments: Process payments to contractors accurately and timely, ensuring compliance with contractual terms.
- Compliance: Ensure all financial practices are in compliance with local, state, and federal regulations.

Qualifications:

- Education: A degree in Accounting, Finance, or a related field is preferred.
- Experience: Proven experience as a bookkeeper, ideally managing multiple companies or projects, with experience in Canada and/or USA.
- Software Proficiency: Proficient in Quickbooks Online accounting software, Plooto payment processing, Hubdoc, etc.
- Attention to Detail: High degree of accuracy and attention to detail in data entry and financial reporting.
- Communication Skills: Strong verbal and written communication skills, with the ability to liaise effectively with vendors and contractors.
- Organizational Skills: Excellent organizational and time management skills, with the ability to handle multiple tasks simultaneously.
- Problem-Solving: Strong problem-solving skills with a proactive approach to resolving financial discrepancies.
- Adaptability: Ability to work independently and adapt to a fast-paced, remote working environment.

Benefits:

- Competitive salary
- Flexible working hours
- Opportunity to work with a diverse and dynamic team
- Professional development opportunities
- Vacation Pay and Flex days

How to Apply:

Interested candidates are invited to submit their resume and a cover letter detailing their experience and qualifications.

We thank all applicants for their interest, but only those selected for an interview will be contacted.

We are looking for an experienced tax professional to help us prepare our 2022 and 2023 tax returns both personal and business. My financials are already created, I just need a CPA to review, prepare and file my tax returns. This includes accurately calculating our income, deductions, credits, and ensuring compliance with all relevant tax laws and regulations. The ideal candidate should have a strong background in tax preparation and be familiar with both individual and business tax returns. Attention to detail and the ability to meet deadlines are crucial for this role.

Required skills:
- Tax preparation
- Knowledge of current tax laws and regulations
- Attention to detail
- Deadline-oriented
- Strong analytical and problem-solving skills

Size: Medium

Duration: Under 1 month

Expertise: Expert

We are both non-resident aliens/non-citizens (we live in Turkey and plan to manage remotely), with plans to sell products through Amazon FBA using  our wholesale purchases. Given our limited starting capital of $10,000 USD, we seek affordable tax consultation services to ensure compliance with all applicable US tax regulations for both our personal and business finances. While we are capable of handling bookkeeping, we would greatly benefit from your expertise in navigating the complexities of US tax law as it pertains to non-resident LLC owners and ultimately filing taxes.
 
We are interested in step-by-step guidance on all tax liabilities we may incur, both individually and as a company. We would be grateful if you could provide us with two separate quotes for your services:
 
- Comprehensive Tax and Accounting Services: This would include all aspects of tax preparation, filing, and ongoing compliance for our LLC. We would provide you with detailed financial records, and you would handle all other tax-related tasks; including individual taxes that we need to pay, should our LLC start making profit. Although it is not a must; we would also like to know how we might benefit from the tax treaty that the US has with Turkey, when it comes to paying our individual taxes in Turkey.
 
- Limited Tax Consultation: This would primarily focus on advising us on tax compliance matters. We would handle the majority of the bookkeeping and tax preparation ourselves, but would seek your guidance on specific issues stated above and ensure that we are meeting all requirements.

Finally, please kindly note that we have no employees in the USA at the moment, and are not planning to hire anyone in the near future. So no tax prep required regarding employees or payroll. Just two partners of the LLC and their taxes.

Please note that our maximum budget for receiving complete business tax consultation as well as filing the returns is 650 USD. We would also appreciate if you could quote for the personal taxes of each partner, but this is not a must for us.
 
Thank you for your time and consideration. We look forward to hearing from you.

Let's reconcile together!

I am seeking a skilled bookkeeper to help reconcile the past year's spending for my business. Responsibilities will include:

Reviewing and reconciling all financial transactions from the last 12 months
Categorizing expenses accurately
Itemizing all expenditures for easy review and filing

This work is crucial to ensure accurate and timely tax filing. Once reconciled, the organized financial data will be handed off to a CPA for final tax preparation. If you have experience in detailed financial reconciliation and a keen eye for categorization, I would love to hear from you. Please contact me to discuss further details.

I'm in need of an accountant with UK tax and accounting experience to assist with immediate tax preparation and filing, as well as financial accounting and reporting.

Key Responsibilities:
- Handle tax preparation and filing for my business, ensuring compliance with UK regulations
- Provide financial accounting and reporting services, enabling me to make informed business decisions

Ideal Candidate:
- Less than 5 years of professional experience in UK tax and accounting
- Up-to-date knowledge of UK tax laws and regulations
- Proven track record with financial accounting and reporting
- Ability to work quickly and efficiently on an urgent basis

I'm looking for a professional who can deliver high-quality work promptly, helping me with my immediate needs.

Skills: Accounting, Finance, Intuit QuickBooks, Tax, Bookkeeping

I'm in need of an accountant with UK tax and accounting experience to assist with immediate tax preparation and filing, as well as financial accounting and reporting.

Key Responsibilities:
- Handle tax preparation and filing for my business, ensuring compliance with UK regulations
- Provide financial accounting and reporting services, enabling me to make informed business decisions

Ideal Candidate:
- Less than 5 years of professional experience in UK tax and accounting
- Up-to-date knowledge of UK tax laws and regulations
- Proven track record with financial accounting and reporting
- Ability to work quickly and efficiently on an urgent basis

I'm looking for a professional who can deliver high-quality work promptly, helping me with my immediate needs.

Skills: Accounting, Finance, Intuit QuickBooks, Tax, Bookkeeping

We are seeking a highly skilled and detail-oriented Bookkeeper to manage the financial records for multiple businesses. The ideal candidate will be well-versed in Texas business law and capable of handling various accounting tasks with precision and efficiency.

### Responsibilities

- Maintain accurate financial records for multiple businesses
- Process accounts payable and receivable
- Reconcile bank statements and manage cash flow
- Prepare financial reports and statements
- Ensure compliance with Texas business law and regulations
- Assist with budgeting and forecasting
- Collaborate with external auditors and tax professionals
- Handle payroll processing and related tasks

### Qualifications

- Proven experience as a bookkeeper or in a similar role
- Strong understanding of Texas business law and regulations
- Proficiency in accounting software (e.g., QuickBooks, Xero)
- Excellent attention to detail and organizational skills
- Strong analytical and problem-solving abilities
- Ability to manage multiple tasks and deadlines
- Excellent communication and interpersonal skills
- Associate degree in accounting, finance, or a related field (Bachelor's degree preferred)

### Preferred Skills

- Experience managing financial records for multiple businesses
- Familiarity with payroll processing and tax preparation
- Knowledge of industry-specific accounting practices

Company Overview:

We are excited to announce the launch of a new company that will offer a range of financial solutions through two distinct brands:

Financial Services: Providing comprehensive bookkeeping, tax preparation, and training services.
Insurance Services: Specializing in life insurance.

Job Description:

We seek a talented Logo and Brand Design Specialist to create a cohesive and compelling brand identity for both brands. The successful candidate will design a unified brand logo for the financial services brand and a distinct, yet complementary logo for the insurance services brand.

Responsibilities:

Develop a brand logo for the financial services brand that will be versatile across multiple platforms.
Create a unique logo for the insurance services brand that aligns with the financial services branding but stands out in its own right.

Ensure the design elements reflect the dual nature of our business while maintaining brand consistency.

Provide design assets that will be used on our main website and the individual websites for each service offering.

Requirements:

Proven experience in logo and brand design.
Strong portfolio showcasing previous work, particularly in creating logos for multi-faceted brands.
Proficiency in design software such as Adobe Illustrator, Photoshop, or similar.
Excellent communication skills and the ability to understand and translate client requirements into compelling visual designs.

We are seeking an experienced Accounting and Bookkeeping Specialist to join our team. The ideal candidate will have a strong background in accounting principles and practices, as well as extensive experience in bookkeeping and financial analysis. The primary responsibilities of this role will include managing accounts payable and receivable, reconciling bank statements, preparing financial statements, and assisting with tax preparation. The successful candidate will have excellent attention to detail, strong analytical skills, and the ability to work independently. Proficiency in accounting software such as Xero is required. A Bachelor's degree in Accounting or Finance is preferred.

We are seeking a Tax Accountant with strong analytical skills to prepare tax calculations and develop logic for our tax software. The ideal candidate will have a background in tax law and experience with computational tax models.

**Responsibilities:**

- Prepare accurate tax calculations based on current regulations.
- Develop and refine tax logic to ensure compliance and efficiency.
- Collaborate with software developers to implement tax rules in our systems.
- Review and adjust tax models to reflect changes in legislation.

**Qualifications:**

- Bachelor’s degree in Accounting, Finance, or related field.
- Certified Public Accountant (CPA) or similar certification strongly preferred.
- Proven experience in tax preparation and knowledge of tax software.
- Strong analytical and problem-solving skills.
- Excellent communication and collaboration abilities.

**Additional Information:**

This role involves both independent work and collaboration with our software development team to ensure our tax calculations are accurate and compliant with the latest laws. The candidate should be detail-oriented and adept at managing multiple projects.

Join our team to enhance your career in a dynamic environment focused on innovation and efficiency in tax solutions.

We are looking for an experienced tax professional to help us prepare our 2022 and 2023 tax returns. My financials are already created, I just need a CPA to review, prepare and file my tax returns. This includes accurately calculating our income, deductions, credits, and ensuring compliance with all relevant tax laws and regulations. The ideal candidate should have a strong background in tax preparation and be familiar with both individual and business tax returns. Attention to detail and the ability to meet deadlines are crucial for this role.

Required skills:
- Tax preparation
- Knowledge of current tax laws and regulations
- Attention to detail
- Deadline-oriented
- Strong analytical and problem-solving skills

Size: Medium

Duration: Under 1 month

Expertise: Expert

I am looking to build a business plan and business case presentation for a new company that will offer accounting and financial services to startups and small/medium enterprises

The firm can offer some of the below services

Account Reconciliation
Bank Reconciliation
Budgeting & Forecasting
Financial Statements
Periodicals
Tax Preparation


I want someone with a strong financial and accounting background to prepare a business plan and presentation about the following items


Executive Summary (providing a general overview of the plan’s main points)
Background and History
Business Goals and Objectives
Description of Products/Services
Market Description/Assessment
Competition Assessment
Marketing Strategies
Financial Analysis
Contingency Plans

I will proofread and validate the results, i do not want copy-paste nor AI-generated content style. I will ask and challenge the plan and research to guarantee the authenticity

We're looking for a skilled Tax Return Specialist (CPA or EA) to handle 2 simple LLC tax returns (1 fitness and 1 art studio) and 1 personal tax return (with schedule C in the future). We are located in SF, CA, and hope to meet in person (or zoom) to have more personal attention from you. 800 accountant have prepared our tax return. We are flexible for the budget so please let us know your rate per tax return.

As a Tax Return Specialist, your main job will be to accurately prepare and file our tax returns while making sure we follow all the relevant tax laws. It's important to pay attention to every little detail and have a good understanding of tax codes and deductions. The ideal candidate should have experience in preparing both business and personal tax returns and be strong in analyzing information. We are located in SF, CA, and hope to meet in person If you're a detail-oriented professional who knows their way around tax regulations, we'd love to hear from you.

Skills needed:
- Tax preparation
- Knowledge of tax codes
- Attention to detail
- Analytical skills

(FOR USA)

We're looking for an experienced tax preparer and bookkeeper to help with LLC and personal tax filings. This is a remote position that requires great attention to detail and a strong knowledge of tax laws in the United States. The ideal candidate will have experience working with small business owners and individuals to help them with complex tax situations. Responsibilities include preparing and filing tax returns, maintaining accurate records, and providing tax planning advice.

Skills needed:
- Proficiency in tax preparation software
- Strong understanding of tax laws
- Attention to detail
- Good organizational and time management skills
- Ability to communicate effectively with clients

This is a small project that will last less than a month. We're looking for an intermediate level tax professional who can deliver high-quality work within the given timeframe. If you have the necessary qualifications, expertise, and attention to detail, we'd love to hear from you!

We are a small consulting business looking for a certified CPA with experience in the Virginia state & Federal to handle our 2023 tax preparation. One of our partner is a USA citizen while the other is a non resident of the USA.

Skills required:
- Certified Public Accountant (CPA) qualification
- In-depth knowledge of Virginia tax laws
- Tax planning and compliance


We are looking for a small-sized team or an individual freelancer who can commit that can complete the project within 2 weeks

As a small UK-based company, I'm looking for a professional accountant to handle my annual financial needs. This includes bookkeeping, tax preparation, and financial statement preparation. I don't have any specific software preferences, so feel free to suggest the one you are most comfortable with.

Key responsibilities will include:
- Maintaining accurate and up-to-date financial records
- Preparing and submitting tax returns in a timely manner
- Compiling and presenting financial statements for the fiscal year

The ideal candidate will have:
- Proven experience in small business accounting, specifically for UK companies
- Proficiency in bookkeeping, tax preparation, and financial statement preparation
- Strong understanding of relevant UK tax laws and regulations

Your approach to detail, accuracy, and time management will be crucial for the success of this project. Please include any past experience or relevant certifications in your bid.

Skills: Accounting, Finance, Intuit QuickBooks, Tax, Bookkeeping

As a small UK-based company, I'm looking for a professional accountant to handle my annual financial needs. This includes bookkeeping, tax preparation, and financial statement preparation. I don't have any specific software preferences, so feel free to suggest the one you are most comfortable with.

Key responsibilities will include:
- Maintaining accurate and up-to-date financial records
- Preparing and submitting tax returns in a timely manner
- Compiling and presenting financial statements for the fiscal year

The ideal candidate will have:
- Proven experience in small business accounting, specifically for UK companies
- Proficiency in bookkeeping, tax preparation, and financial statement preparation
- Strong understanding of relevant UK tax laws and regulations

Your approach to detail, accuracy, and time management will be crucial for the success of this project. Please include any past experience or relevant certifications in your bid.

Skills: Accounting, Finance, Intuit QuickBooks, Tax, Bookkeeping

We are looking for a skilled tax professional to handle the filing of our US personal and small business taxes for the years 2022 and 2023. The ideal candidate will have extensive knowledge and experience in US tax regulations and be able to accurately prepare and file both personal and business tax returns. 2023 includes income received from a Mexican corporation.

Attention to detail and the ability to meet deadlines are vital for this role. The selected candidate will be responsible for ensuring compliance with all applicable tax laws and maximizing deductions and credits. This is a great opportunity for a tax professional who is looking to work remotely with a reputable client.

Skills required:
- US tax regulations
- Personal and small business tax preparation
- Attention to detail
- Deadline-oriented
- Deduction and credit maximization

Looking to hire immediately. Must be able to start right away.

We are seeking a dedicated accountant to support the CEO and founder in managing both personal and business finances.

You will handle financial reporting, bookkeeping, payroll, and strategic financial analysis for multiple businesses and personal accounts. While there are multiple businesses, the transaction volume is relatively minimal.

Key Responsibilities:

1. Financial Reporting:
- Prepare weekly financial reports for multiple businesses and personal expenses, send to the founder for review.
- Deliver comprehensive reports that provide a holistic view of financial health.
- Summarize key financial metrics and trends for the CEO.

2. Bookkeeping:
- Maintain accurate and up-to-date records using QuickBooks.
- Ensure all transactions are recorded correctly and in a timely manner.

3. Tax Preparation:
- Assist in gathering and organizing tax materials for submission to our tax company.
- Ensure compliance with all relevant tax regulations.

4. Payroll Management:
- Assist with weekly payroll processing.
- Use Time Doctor to analyze resource allocation and efficiency.

5. Accounts Receivable and Payable:
- Manage receivables and payables, ensuring timely payments and collections.

Qualifications:

- Fluency in English: Strong verbal and written communication skills.
- Experience with US Small Companies: Previous experience managing finances for small businesses in the US.
- QuickBooks Proficiency: Extensive experience using QuickBooks for bookkeeping and financial reporting.
- Reporting Expertise: Ability to create clear, concise financial reports and summaries.
- Tax Knowledge: Familiarity with US tax regulations and experience preparing tax materials.
- Attention to Detail: Strong organizational skills and attention to detail in financial reporting and record-keeping.
- Analytical Skills: Ability to analyze financial data and provide actionable recommendations.

Preferred Qualifications:

- CPA Certification: Certified Public Accountant designation is a plus.
- Strategic Mindset: Ability to think strategically and provide financial insights that drive business decisions.

We are seeking an experienced tax preparer and accountant for US clients.

Must be able to handle bookkeeping/accounting work and tax preperation. Must know how the balance sheet will impact the tax returns.

Experience:
S-corp returns, must have tax knowledge, understand distributions vs salary. How to analyze the balance sheet or P&L.
1065 partnerships (book vs tax balance)
Business Tax Preparation-Schedule C
-Run tax scenario's to determine the best tax rates for S-corp vs Schedule C
-Bookkeeping for small business and real estate investors
-Must know cash vs accrual accounting methods
-Year end JE's
-Full cycle bookkeeping/close
-Must have accounting knowledge
-Account reconciliations
-Know how to prepare adjusting entries
-Understand depreciation, home office deductions, mileage etc,
- Onboard clients, communicate with clients for missing documents
-Maintain taxdome CRM
-Set up or modify tax workflows
-AD Hoc support
-Client email support
-Complete S-corp entity elections, set up payroll or run payroll for clients.
**Must know US tax laws
-Assist with estimated taxes

Assist with ad hoc projects as needed/Admin Support
*Attention to details
*Integrity
*Open to suggestions & feedback
*Self starter, organized and Motivated



Software: My Tax Prep Office, CRM, Google Docs

Overview:
We help entrepreneurs get more leads so they can serve more people. If you enjoy working on projects that change people’s lives for the better, then you’re going to love working with us!

We are seeking a highly skilled and experienced Bookkeeper to join our team. The ideal candidate will be trustworthy, detail-oriented, and capable of handling various bookkeeping tasks for our growing marketing agency.

Responsibilities:
1. Transaction Recording: Accurately record financial transactions, including purchases, sales, receipts, and payments, using accounting software.
2. Bank Reconciliation: Perform regular bank reconciliations to ensure the accuracy of financial records and identify any discrepancies.
3. Accounts Payable and Receivable: Manage accounts payable and receivable, ensuring timely payments and collections. Prepare invoices and follow up on outstanding payments.
4. Financial Reporting: Generate and analyze financial reports, including profit and loss statements, balance sheets, and cash flow statements, to provide insights into the financial health of the business.
5. Expense Tracking: Monitor and categorize business expenses, ensuring they are properly documented and aligned with the company's budget.
6. Payroll Processing: Handle payroll processing, including calculating employee wages, deductions, and taxes, and ensuring timely payments.
7. Tax Preparation: Assist in preparing documents for tax returns, ensuring compliance with relevant tax laws and regulations.
8. Budgeting and Forecasting: Assist in developing and maintaining budgets and financial forecasts to guide business planning and decision-making.
9. Compliance: Ensure compliance with financial regulations and standards, keeping up-to-date with changes in accounting practices and legislation.

Qualifications:
- 5+ years of experience working as a bookkeeper or in a similar role.
- Strong understanding of accounting principles and practices.
- Proficiency in using accounting software (we are currently using Freshbooks).
- Excellent attention to detail and accuracy in financial data entry.
- Strong organizational and time management skills.
- Ability to handle confidential information with integrity.
- Excellent communication skills, both written and verbal.
- Strong problem-solving abilities and a proactive approach to identifying and addressing financial issues.
- Certification in bookkeeping or accounting is a plus.

Job Description:
We are looking for an experienced and detail-oriented CPA to assist with our business financials on an hourly basis. This role involves preparing and reviewing financial statements, assisting with tax preparation, and providing financial analysis and advice

Responsibilities:

- Prepare and review financial statements, including income statements, balance sheets, and cash flow statements.
- Assist with the preparation and filing of business tax returns in compliance with U.S. tax laws.
- Conduct financial analysis to support business decisions and identify trends.
- Ensure accuracy and compliance with accounting standards (GAAP) and regulations.
- Reconcile Accounts Payable (AP) to internal reports.
- Provide financial insights and advice to support business operations.
- Maintain and update financial records and documentation.

I'm in urgent need of a USA CPA with expertise in small business tax matters, specifically LLCs with S-Corp elections and individual 401(k) plans. The project involves the following:

- Annual tax return filing: You should be skilled in preparing and filing annual tax returns accurately and in a timely manner.
- Setting up Xero: You'll be responsible for setting up Xero, so prior experience with this software is highly preferred.

Your role will not only be limited to tax preparation and Xero setup, but you must also be proficient in financial planning as it would be an added benefit for the project.

Key Skills Required:
- Proficient in tax preparation
- Experience with financial planning
- Previous work with Xero
- Strong communication skills
- Analytical prowess
- Familiarity with small business tax laws

The project needs to be completed as soon as possible, so you should be able to commit to a quick turnaround. Remote work is a possibility.

Skills: Accounting, Finance, Tax, Bookkeeping, Xero

I'm in need of an accomplished Xero bookkeeper to comprehensively handle my financial setup and management. This includes:

- Setting up and managing Xero
- Tracking investments in stocks, bonds, options, and crypto
- Ensuring accurate records, compliance, and reports
- Performing bank reconciliations
- Handling AP/AR, tax returns, budgeting, reporting, and training
- Assisting with payroll processing and related tax filings

The ideal candidate must have:

- A certification in Xero
- A minimum of 3-5 years of bookkeeping or accounting experience
- Experience in tax preparation and payroll processing
- Experience in the financial services or trading industry, preferably
- Proficiency in using Xero
- Strong analytical skills for financial reporting
- Excellent verbal and written communication skills
- High level of accuracy and detail-orientation
- Ability to efficiently troubleshoot and resolve Xero-related issues

This is a remote, independent contractor position. Let's connect if you meet these qualifications and can help maintain my financial health and compliance.

Skills: Accounting, Tax, Payroll, Bookkeeping, Xero